DeepSeek ignites a revolution in the AI track industry. How can the Agents track in the crypto industry navigate market cycles?

With the emergence of DeepSeek, the AI sector has sparked renewed discussions. The integration of AI Agents tokens into real crypto businesses in the crypto industry marks a new phase for both AI and the crypto sector. Recently, HTX Ventures released the latest industry research report on the AI sector titled "DeepSeek Ignites the AI Sector's 'iPhone Moment', Agents Tokens Accelerate Integration into Real Crypto Businesses", which provides a detailed analysis of the deep integration between AI and the crypto world, promoting the application and implementation of AI in real crypto businesses.

The Rise of DeepSeek: AI Empowerment Driving Industry Innovation

In Q4 2024, leading Agents projects based on Launchpad are in a phase of explosive asset issuance, rapidly attracting funds and users. As the initial asset issuance frenzy subsides, the first asset issuance dividends in the Agents sector have largely been exhausted. The market urgently needs new catalysts to break the deadlock.

In this context, DeepSeek's innovation brings new hope to the industry. Its groundbreaking technology allows large models to enhance reasoning capabilities solely through pure reinforcement learning (RL), significantly reducing costs and enabling AI to become a truly collaborative intelligent agent with humans, improving the intelligence level of Crypto Agents and user experience. This advancement may inject new vitality into the Agents field and reshape the industry landscape.

The report points out that the launch of DeepSeek is seen as the "iPhone moment" for the AI sector. Just as the iPhone drove a revolution in the smartphone era, DeepSeek's innovative features and application scenarios are expected to lead the technological development of the crypto industry in the coming years.

The Unique Value and Accelerated Development of the AI Agents Sector

The overall ecosystem of AI Agents can be roughly divided into four core segments:

• The AI Agent framework serves as the core infrastructure of the intelligent agent ecosystem, with its core value in significantly lowering development barriers and accelerating the implementation of AI applications. The Eliza project, with its technological innovation and ecological design, has built a sustainable business model.
• AI Launchpad is akin to a "incubator + trading platform" in the crypto field, aimed at lowering the issuance barriers for AI Agent projects and helping with rapid initiation, financing, and promotion.
• The AI Agent Meme coin sector combines the dual narrative hotspots of AI and Meme, possessing strong viral dissemination potential, becoming an important vehicle for rapid capital accumulation in the short term. Representative projects include BULLY from the Virtual ecosystem, TAOCAT from the Bittensor ecosystem, and LLM, among others.
• AI Agent applications focus on the implementation and commercialization of real-world scenarios, covering various fields such as automated trading, asset management, market analysis, and cross-chain interaction. Representative projects include GRIFFAIN, NEUR, and BUZZ. In the future, AI Agent applications are expected to become the most growth-potential segment in the sector.

The report believes that deep cultivation and resilience are the core competitiveness of Agents teams. The experiences of teams like Virtual, SEKOIA, ai16z, and Swarm demonstrate this. Attention must also be paid to product usability, which is a core element driving rapid user adoption and widespread market penetration.

2025: Crypto + Agent Value Accumulation Period, Protocol Revenue and User Adoption are Key

The AI Agent sector is transitioning from an early stage driven by "narrative" to a mature phase validated by "data and revenue." Whether a project possesses sustainable profitability, genuine user demand, and continuous technological innovation will be key to determining its ability to navigate market cycles.

Future directions worth noting include:

• Multi-Agent systems and DeFAI (Decentralized Finance + AI): These two directions showcase the immense potential of AI in complex decision-making and financial automation, with possibilities for long-term growth.
• Functional updates of key frameworks: Continuous attention to the technological iterations of core AI Agent frameworks like ELIZA and ARC, as upgrades to these frameworks may give rise to entirely new application scenarios and business models.
• New infrastructure projects: Especially AI models, data layers, and computing infrastructures designed specifically for crypto scenarios, which will become important cornerstones supporting the next generation of the AI Agent ecosystem.

As a leading investment institution in the industry, HTX Ventures has consistently aligned its strategic layout in the AI and crypto fields with industry trends. From DeepSeek to Agents tokens, HTX Ventures clearly sees the enormous potential of the integration of AI and crypto technology and is actively investing and positioning itself in this area. In the future, as AI and crypto technology deeply integrate, the industry will face more opportunities and challenges. HTX Ventures will continue to be committed to driving technological innovation in the industry and leading the future of the crypto world.